Berger Financial Group’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.2M | Buy |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $9.71M | Buy |
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|
2024
Q4 | $9.85M | Buy |
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|
2024
Q3 | $9.17M | Buy |
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|
2024
Q2 | $8.55M | Buy |
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|
2024
Q1 | $6.37M | Buy |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.59M | Buy |
|